<p><strong>CrowdStrike Holdings, Inc.</strong> (NASDAQ: CRWD) 股票在周一上涨，尽管大盘下跌。这一走势是在一位看涨分析师提高了对这家网络安全公司的预测后出现的。</p>
<h2>分析师提高预测</h2>
<p><strong>Keybanc</strong> 分析师 Eric Heath 将价格预测从 $525 提高至 $700，同时 维持超配评级。</p>
<p>该分析师表示，结果稳健，环比基本稳定。Heath 认为 CrowdStrike 在本季度有良好的上涨潜力，受到 Mythos 和 Frontier AI Readiness 服务需求的支持。</p>
<p>此外，关键关注领域如持续威胁暴露管理 (CTEM)、漏洞管理、补丁、云安全和服务的强劲表现也起到了助推作用。</p>
<p>分析师写道，其他助推因素包括灵活消费模型和强劲的势头，管理层在 Project Quiltworks 公告后强调了 &#34;难以置信的需求&#34;。</p>
<h2>最近的分析师行动</h2>
<p>该股票的评级为买入，平均目标价为 $509.82。最近的分析师行动包括：</p>
<ul>
<li><strong>Keybanc</strong>: 超配（目标提高至 $700.00）（5 月 18 日）</li>
<li><strong>BTIG</strong>: 买入（目标提高至 $621.00）（5 月 14 日）</li>
<li><strong>Wells Fargo</strong>: 超配（目标提高至 $525.00）（5 月 5 日）</li>
</ul>
<p>BTIG 分析师在与 10 位行业联系人进行渠道检查后提高了价格预测，这些联系人与大约 $7 亿的 CrowdStrike 年销售额相关。分析师表示，平台整合得到了积极反馈，尤其是 Next-Gen SIEM 的反馈非常强劲，并且对身份、云安全、虚拟机和 新推出的 AI 驱动安全产品 的评论也很积极。</p>
<p>BTIG 的检查还指出核心终端座位数量的信号混杂，但该公司认为更广泛的平台采用正在抵消这种疲软。调查中的两位合作伙伴提高了对增长的预期，相较于 BTIG 1 月的检查，进一步收紧了公司财年的第一季度盈利的短期看涨预期。</p>
<h2>盈利快照</h2>
<p>在 3 月，该公司公布了第四季度收入为 $13.1 亿，超出分析师的 预期，后者约为 $13 亿，依据 Benzinga Pro。调整后的每股收益为 $1.12，超出预期的 $1.10。</p>
<p>第四季度总收入同比增长 23%。订阅收入为 $12.4 亿，也同比增长 23%。年度经常性收入同比增长 24%，达到 $52.5 亿，此前公司在本季度新增了 $3.307 亿的净新 ARR。</p>
<h2>CRWD 如何在今天超越科技同行</h2>
<p>CRWD 在周一的表现优于其科技同行，上涨 2.83%，而该行业下跌 1.59%——相差 4.37 个百分点。这种相对强劲的表现更为显著，因为科技在今天的 11 个行业中排名第 11，是市场表现最弱的群体。</p>
<p>放眼全局，该行业的趋势仍然是积极的，过去 30 天科技上涨 12.20%，过去 90 天上涨 24.33%。在这种背景下，CRWD 在 XLK 下跌日的上涨表明交易者将其视为近期表现强劲但今天稍作喘息的行业中的领导者。</p>
<h2>CRWD ETF 曝露：关键基金和权重</h2>
<ul>
<li><strong>First Trust NASDAQ Cybersecurity ETF</strong> (NASDAQ: CIBR): 8.29% 权重</li>
<li><strong>Amplify Cybersecurity ETF</strong> (NYSE: HACK): 5.48% 权重</li>
<li><strong>Global X Cybersecurity ETF</strong> (NASDAQ: BUG): 5.79% 权重</li>
</ul>
<p><strong>重要性：</strong> 由于 CRWD 在这些基金中占有如此大的权重，任何对这些 ETF 的重大资金流入或流出都可能迫使自动买入或卖出该股票。</p>
<p><strong>CRWD 价格走势：</strong> CrowdStrike Holdings 的股票在周一发布时上涨 2.99%，报 $611.81。该股票交易于新的 52 周高点， 根据 Benzinga Pro 数据。</p>
<p><em>照片来源于 Shutterstock</em></p>

CRWD

2 倍做多 CRWD ETF - GraniteShares

<p>CrowdStrike (CRWD) 的股价在 KeyBanc 将其目标价从 525 美元上调至 700 美元后上涨，原因是网络安全需求强劲以及人工智能驱动的增长。该公司报告第四季度收入为 13.1 亿美元，超出预期，同比增长 23%。CRWD 的表现优于科技行业，股价上涨 2.99%，达到 611.81 美元的新 52 周高点</p>

<p><strong>CrowdStrike Holdings, Inc.</strong> (NASDAQ: CRWD) stock is trading higher on Monday even as the broader market is falling. The move comes after a bullish analyst raised his forecast for the cybersecurity firm.</p>
<div class="lb-trans"><p><strong>CrowdStrike Holdings, Inc.</strong> (NASDAQ: CRWD) 股票在周一上涨，尽管大盘下跌。这一走势是在一位看涨分析师提高了对这家网络安全公司的预测后出现的。</p>
</div><h2>Analyst Raises Forecast</h2>
<div class="lb-trans"><h2>分析师提高预测</h2>
</div><p><strong>Keybanc</strong> analyst Eric Heath raised the price forecast from $525 to $700, while maintaining an Overweight rating.</p>
<div class="lb-trans"><p><strong>Keybanc</strong> 分析师 Eric Heath 将价格预测从 $525 提高至 $700，同时 维持超配评级。</p>
</div><p>The analyst said that the results were solid and broadly stable quarter over quarter. Heath sees CrowdStrike well-positioned for upside this quarter, supported by demand for Mythos and the Frontier AI Readiness service.</p>
<div class="lb-trans"><p>该分析师表示，结果稳健，环比基本稳定。Heath 认为 CrowdStrike 在本季度有良好的上涨潜力，受到 Mythos 和 Frontier AI Readiness 服务需求的支持。</p>
</div><p>This, along with strength in key focus areas such as continuous threat exposure management (CTEM), vulnerability management, patching, cloud security, and services, acts as a tailwind.</p>
<div class="lb-trans"><p>此外，关键关注领域如持续威胁暴露管理 (CTEM)、漏洞管理、补丁、云安全和服务的强劲表现也起到了助推作用。</p>
</div><p>The analyst writes that additional tailwinds include the Flex consumption model and strong momentum, with management highlighting &#34;unbelievable demand&#34; following the Project Quiltworks announcement.</p>
<div class="lb-trans"><p>分析师写道，其他助推因素包括灵活消费模型和强劲的势头，管理层在 Project Quiltworks 公告后强调了 &#34;难以置信的需求&#34;。</p>
</div><h2>Recent Analyst Actions</h2>
<div class="lb-trans"><h2>最近的分析师行动</h2>
</div><p>The stock carries a Buy rating with an average price target of $509.82. Recent analyst moves include:</p>
<div class="lb-trans"><p>该股票的评级为买入，平均目标价为 $509.82。最近的分析师行动包括：</p>
</div><ul>
<li><strong>Keybanc</strong>: Overweight (Raises Target to $700.00) (May 18)</li>
<li><strong>BTIG</strong>: Buy (Raises Target to $621.00) (May 14)</li>
<li><strong>Wells Fargo</strong>: Overweight (Raises Target to $525.00) (May 5)</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Keybanc</strong>: 超配（目标提高至 $700.00）（5 月 18 日）</li>
<li><strong>BTIG</strong>: 买入（目标提高至 $621.00）（5 月 14 日）</li>
<li><strong>Wells Fargo</strong>: 超配（目标提高至 $525.00）（5 月 5 日）</li>
</ul>
</div><p>BTIG analyst boosted the price forecast after channel checks with 10 industry contacts tied to roughly $700 million in annual CrowdStrike sales. The analyst said platform consolidation is resonating, with especially strong feedback on Next-Gen SIEM and solid commentary around Identity, Cloud Security, VM, and newer AI-driven security offerings.</p>
<div class="lb-trans"><p>BTIG 分析师在与 10 位行业联系人进行渠道检查后提高了价格预测，这些联系人与大约 $7 亿的 CrowdStrike 年销售额相关。分析师表示，平台整合得到了积极反馈，尤其是 Next-Gen SIEM 的反馈非常强劲，并且对身份、云安全、虚拟机和 新推出的 AI 驱动安全产品 的评论也很积极。</p>
</div><p>BTIG's checks also flagged mixed signals in core endpoint seat counts, but the firm argued broader platform adoption is outweighing that softness. Two partners in the survey raised growth expectations versus BTIG's January checks, tightening the near-term bull case into the company's fiscal first-quarter earnings.</p>
<div class="lb-trans"><p>BTIG 的检查还指出核心终端座位数量的信号混杂，但该公司认为更广泛的平台采用正在抵消这种疲软。调查中的两位合作伙伴提高了对增长的预期，相较于 BTIG 1 月的检查，进一步收紧了公司财年的第一季度盈利的短期看涨预期。</p>
</div><h2>Earnings Snapshot</h2>
<div class="lb-trans"><h2>盈利快照</h2>
</div><p>In March, the company posted fourth-quarter revenue of $1.31 billion, beating analyst estimates of approximately $1.30 billion, according to Benzinga Pro. Adjusted earnings came in at $1.12 per share in the quarter, beating estimates of $1.10 per share.</p>
<div class="lb-trans"><p>在 3 月，该公司公布了第四季度收入为 $13.1 亿，超出分析师的 预期，后者约为 $13 亿，依据 Benzinga Pro。调整后的每股收益为 $1.12，超出预期的 $1.10。</p>
</div><p>Total revenue was up 23% year-over-year in the fourth quarter. Subscription revenue came in at $1.24 billion, also up 23% year-over-year. Annual recurring revenue increased 24% year-over-year to $5.25 billion after the company added $330.7 million of net new ARR in the quarter.</p>
<div class="lb-trans"><p>第四季度总收入同比增长 23%。订阅收入为 $12.4 亿，也同比增长 23%。年度经常性收入同比增长 24%，达到 $52.5 亿，此前公司在本季度新增了 $3.307 亿的净新 ARR。</p>
</div><h2>How CRWD Outperforms Technology Peers Today</h2>
<div class="lb-trans"><h2>CRWD 如何在今天超越科技同行</h2>
</div><p>CRWD is outperforming its Technology peers on Monday, up 2.83% while the sector is down 1.59%—a gap of 4.37 percentage points. That relative strength is more notable because Technology ranks 11 out of 11 sectors today, making it the weakest-performing group in the market.</p>
<div class="lb-trans"><p>CRWD 在周一的表现优于其科技同行，上涨 2.83%，而该行业下跌 1.59%——相差 4.37 个百分点。这种相对强劲的表现更为显著，因为科技在今天的 11 个行业中排名第 11，是市场表现最弱的群体。</p>
</div><p>Zooming out, the sector trend has still been constructive, with Technology up 12.20% over the past 30 days and up 24.33% over the past 90 days. In that context, CRWD's ability to rise on a down day for XLK suggests traders are treating it as a leadership name within a sector that's been strong recently but is taking a breather today.</p>
<div class="lb-trans"><p>放眼全局，该行业的趋势仍然是积极的，过去 30 天科技上涨 12.20%，过去 90 天上涨 24.33%。在这种背景下，CRWD 在 XLK 下跌日的上涨表明交易者将其视为近期表现强劲但今天稍作喘息的行业中的领导者。</p>
</div><h2>CRWD ETF Exposure: Key Funds and Weights</h2>
<div class="lb-trans"><h2>CRWD ETF 曝露：关键基金和权重</h2>
</div><ul>
<li><strong>First Trust NASDAQ Cybersecurity ETF</strong> (NASDAQ: CIBR): 8.29% Weight</li>
<li><strong>Amplify Cybersecurity ETF</strong> (NYSE: HACK): 5.48% Weight</li>
<li><strong>Global X Cybersecurity ETF</strong> (NASDAQ: BUG): 5.79% Weight</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>First Trust NASDAQ Cybersecurity ETF</strong> (NASDAQ: CIBR): 8.29% 权重</li>
<li><strong>Amplify Cybersecurity ETF</strong> (NYSE: HACK): 5.48% 权重</li>
<li><strong>Global X Cybersecurity ETF</strong> (NASDAQ: BUG): 5.79% 权重</li>
</ul>
</div><p><strong>Significance:</strong> Because CRWD carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.</p>
<div class="lb-trans"><p><strong>重要性：</strong> 由于 CRWD 在这些基金中占有如此大的权重，任何对这些 ETF 的重大资金流入或流出都可能迫使自动买入或卖出该股票。</p>
</div><p><strong>CRWD Price Action:</strong> CrowdStrike Holdings shares were up 2.99% at $611.81 at the time of publication on Monday. The stock is trading at a new 52-week high, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>CRWD 价格走势：</strong> CrowdStrike Holdings 的股票在周一发布时上涨 2.99%，报 $611.81。该股票交易于新的 52 周高点， 根据 Benzinga Pro 数据。</p>
</div><p><em>Photo via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源于 Shutterstock</em></p>
</div>

分析师认为 CrowdStrike 在 AI 安全领域具有强劲的势头